Release Notes

Release Notes May 2021

  1. Template Preview
  2. Clone Option in Details
  3. Restrict view of customers created by someone else
  4. Additional dynamic Fields in Invoice
  5. Alternate distributor setup in Inventory item
  6. Move multiple jobs to a different tech
  7. Cash Basis Accounting Report
  8. Purchase Order Report
  9. Multiple roles for same users

Template Preview

For ease of designing your template ( all templates) , we have included a preview option. Just input a job number and see the preview.

Clone Option In Details

Since schedule board is the page where you spend most of your time, we have added the clone button in the detail box. Clicking this button you can clone a job and edit that job separately.

Restrict view of customers created by someone else

If you want some of the users to see only the jobs and customers they have created then you can enable this checkbox in the permission.

Additional dynamic Fields in Invoice

Added Customer name and Account Number as dynamic fields.

  • {AccountNumber}
  • CustomerCompanyName

Alternate distributor setup in Inventory item

You had an option to select default distributor for any inventory item, We have expanded the option to have multiple distributors and pricing associated with each item. Click Setup Distributor Price at the bottom of the page.

This will take you to a new page in another tab. You can setup all relevant information about the distributor pricing.

Note: You need to setup Distributor at the Distributor setting prior to this.

Move multiple jobs to a different tech

From All Jobs page, you can now assign or move technicians for multiple jobs. Search by a Tech name and select all the jobs you want to assign. Next click on the Action -> Assign Tech and you will see the Tech assignment form will open up. Select the tech/s and click save the jobs will be moved to different techs. Also reassignment notifications will be sent to the old tech and new tech.

Cash Basis Accounting Report

Purchase Order Report

Multiple roles for same users

Same people can have multiple roles including technicians. Except you can’t combine Super admin with tech. Other than that every other role combination is permittable. If you have a user who is both a sales person and a technician then they can chose their role while login in.